Enhancing The BCDA Member Experience With A Dynamics 365 Branded Portal Integration
Learn how we helped the BCDA enhance their membership experience by integrating a Dynamics 365 Portal into their existing CRM solution.
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Membership Management Solutions
Boost efficiency and enhance your member experiences
Whether your ensuring professional standards are met, providing networking opportunities, or collecting membership fees, we know that professional associations and regulatory bodies require a unique management solution to operate effectively. By partnering with Catapult, your organization can benefit from a tailor-made solution that combines power of Dynamics 365 and the Power Platform to enhance your members’ experiences and streamline your internal workflows.
Everything you need to enhance your member's experiences
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Membership and renewal management
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Networking and event management
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Complaint, ethics, and discipline case management
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Integrated payment processing
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Self-service member portals
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Professional development and continued education management
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Finance and Accounting
Simplify membership processes with secure online portals
Our customizable, branded web portals provide your members with a user friendly and secure online membership experience.
Give your members access to everything they need in one place including continuing catalogues of continuing education opportunities, upcoming events, and important news and announcements. Members can update their profiles, track their membership status and stay aware of upcoming fees all in one simple, easy-to-navigate online experience.
Learn moreEfficiently manage complaints, ethics and discipline cases
Reduce the burden of handling cases with pre-defined templates for every scenario and easy access to history.
Our team will work with your organization to understand your case management needs and build templates that ensure codes of ethics or professional standards are met by your members. This customizable management tool can automatically prepare a list of tasks and assign them to the appropriate individual allowing for better follow up and a better experience for your members.
Schedule a demoAccurately track financials with integrated payment processing and accounting
Easily generate invoices and track your members’ billing status with fully integrated billing, accounting and financial management.
Use our prebuilt templated financial reporting automation to access the data you need when you need it and make the right decisions in real time. Whether your keeping track of your members’ renewal deadlines, processing payments online, or forecasting revenue, everything you need can be accessed in one solution.
Find out how we can help
Read the Case StudyOur professional association needed a new solution that would improve data management and integrate seamlessly with our member portal and document management system. We chose Dynamics 365 and partnered with Catapult to build our CRM and D365 Portal. Member feedback indicates the new Portal is much easier to navigate and our staff can easily edit and update web content.
Cheryl Landrigan, Director, BC Dental Association
Our proven Success Framework minimizes risk and promotes alignment to results
Explore how Catapult has helped hundreds of businesses successfully adopt cloud solutions and achieve the result they’re looking for.
Achieve out of this world results
Our easy-to-navigate Success Framework guides our customers through four critical stages that build towards successful adoption of a tailor made Dynamics 365 business solution